Financial advisors and lenders · New Mexico

Financial advisors and lenders in Santa Fe, NM

166 financial advisors in Santa Fe with phone numbers, 63 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Santa Fe list freeSee a sample
166
businesses
100%
have a phone number
38%
have an email address (63)
—
average Google rating
Sample

A sample of financial advisors and lenders in Santa Fe

Twelve of the 166 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Jayne Sinaloa RealtorReal Estate Agency; Financial Service; Legal Service—Yes(505) •••-••••Available
Troy Lepisto at Waterstone Mortgage NMLS #470801Financial Service; Legal Service—Yes(505) •••-••••Available
Mediations UnlimitedFinancial Service; Legal Service—Yes(505) •••-••••Available
Sonia GriegoLoans Agency—Yes(505) •••-••••Available
Don Dinero FinancialFinancial Service; Legal Service—Yes(505) •••-••••Available
Liberty Tax & LoansFinancial Service; Legal Service—Yes(505) •••-••••Available
Gordon & HaleFinancial Service; Legal Service—Yes(505) •••-••••Available
Santa Fe Wealth AdvisorsFinancial Service; Legal Service—Yes(505) •••-••••Available
Financial PartnersFinancial Planner—Yes(505) •••-••••Available
Steven W. Johnson, CPAFinancial Service; Legal Service—Yes(505) •••-••••Available
Prima Title LLCFinancial Service; Legal Service—Yes(505) •••-••••Available
Simon Charitable FoundationFinancial Planner—Yes(505) •••-••••Available

Showing 12 of 166. Data refreshed October 2026.

The market

What Santa Fe's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 166 have no rating yet — prime prospects for review and reputation services.
35 (21%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service72
  • Financial Planner23
  • Loans Agency21
  • Financial Service; Legal Service; Business Service14
  • Financial Service10
  • Law Office; Financial Service; Legal Service5

Area codes

  • (505)159
  • (800)3
  • (855)1
  • (575)1
  • (866)1
  • (480)1
Playbook

How to sell to financial advisors in Santa Fe

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Santa Fe financial advisors leads

How many financial advisors and lenders in Santa Fe, NM are in the database?
166 financial advisors and lenders in Santa Fe, NM, as of October 2026. 166 of them have a phone number and 63 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Santa Fe list of 166 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Albuquerque, NMLas Cruces, NMHouston, TXNew York, NYLos Angeles, CAChicago, ILBrooklyn, NYDallas, TXAll financial advisors and lenders →

Other businesses in Santa Fe

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesHotels and innsConsultantsEverything in Santa Fe →

Start calling Santa Fe financial advisors today

25 free credits, no card. Search "financial advisors in Santa Fe" and unlock your first 25 contacts.

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